Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Banking Advisor III - PNC Private Bank

PNC Bank

PA - Philadelphia (19103)

Full time

R229359

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.

As a Banking Advisor III within PNC's Private Bank organization, you will be based in Philadelphia, PA (1600 Market Street).

This role will be responsible for managing a book of business of Private Bank clients, and will also be tasked with growing and adding to the book.

The ideal candidate will meet the following qualifications:

  • Experience managing a book of business with sales goals and requirements

  • Experience supporting High Net Worth clients

  • Credit and lending experience will be beneficial

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

  • Identifies and provides guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients as part of a broader Private Banking team. Meets with internal and external clients to introduce and sell AMG banking products and services.

  • Proficient at building relationships with internal and external partners, clients and COIs. Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency.

  • Proficient in the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services. Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue.

  • Demonstrates strong ability to analyze, evaluate and mitigate credit risk for complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.

  • Provides leadership and mentoring to junior members of team. Ensures compliance with current banking policies and regulations.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Book Of Business, Client Satisfaction, Customer Retentions, Financial Management, Financial Performance, Portfolio Management, Sales Process

Competencies

Client Relationship Management, Credit Analysis and Verification, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Problem Solving, Products and Services, Sales Negotiating, Value Selling

Work Experience

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at View email address on click.appcast.io . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call View phone number on click.appcast.io and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work.

Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC.

PNC's total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page ( .

If you're not ready to apply yet, or you'd like to learn more about PNC, join the Talent Community to receive regular updates on what's happening at PNC and available career opportunities. Click to join! (

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Banking Advisor III - PNC Private Bank in Philadelphia, PA vacancy
  • $112k - $228.8k

     ...United States of AmericaCompany: PNCPosition OverviewAt PNC, our people are our greatest differentiator and competitive...  ...to contribute to the company’s success. As a Fiduciary Advisor Sr within PNC's Private Bank organization, you may be based in Cleveland, OH; Cincinnati... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Philadelphia, PA
    1 day ago
  •  ...Relationship Banker Business SpecialistAt PNC, our people are our greatest...  ...share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue....  ...ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies... 
    Private
    Work experience placement
    Work at office
    Shift work

    PNC

    Bryn Mawr, PA
    2 days ago
  • $67.5k - $172.5k

     ...AmericaCompany: PNCPosition OverviewAt PNC, our people are our greatest...  ...company’s success. As an Underwriter III within PNC's Real Estate Banking organization, you will be based in a...  ...real estate transactions, including private and institutional real estate funds,... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Philadelphia, PA
    3 days ago
  •  ...Profile Position Overview At PNC, our people are our greatest differentiator...  ...of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue....  ...ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Philadelphia, PA
    1 day ago
  • $260k

     ..., equity investors, sponsors, financial advisors and agents in every layer of the capital...  ...among the top law firms for Nationwide Banking & Finance by Chambers USA.Salary is $260...  ...experience representing borrowers, lenders, private equity sponsors and/or agents in a full... 
    Private

    Dechert

    Philadelphia, PA
    4 days ago
  • $91k - $145.6k

     ...of Business: TD Wealth Job Description: The Private Client Services (PCS) Trust Advisor II administers and retains assigned accounts, including...  ...of governing documents and advises clients concerning banking needs, estate planning, gifting, and tax matters. Achieves... 
    Private
    Full time
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Philadelphia, PA
    2 days ago
  • $310k

     ...class year and experience. We are looking for:Experience representing banks, business development companies and funds in asset-backed financing to funds or other investment vehicles in the private debt spaceExperience as a key member of deal teams, including responsibility... 
    Private

    Dechert

    Philadelphia, PA
    4 days ago
  •  ...Global Private Bank Full-time Advisor Program Launch your career in private banking, supporting client relationships in our advisor training program for MBAs graduating December 2026 - June 2027. If you enjoy building relationships and helping develop innovative solutions... 
    Private
    Full time
    Work experience placement
    Immediate start
    Visa sponsorship

    JPMorgan Chase

    Philadelphia, PA
    1 day ago
  •  ...time R230946 Position Overview At PNC, our people are our greatest differentiator...  ...to the company's success. As a Financial Advisor within PNC Wealth Management, you will be...  ...Financial Advisors are based within a bank branch and work within a highly collaborative... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Philadelphia, PA
    3 days ago
  •  ...Relationship Banker Business Specialist At PNC, our people are our greatest...  ...share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue....  ...ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies... 
    Private
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Bryn Mawr, PA
    1 day ago
  • $95.6k - $188.4k

     ...Criminal Justice, or a related fieldMinimum 4+ years of experience in private or public sector AML and/or sanctions-focused activities,...  ...financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies, money... 
    Private
    Visa sponsorship

    Deloitte

    Philadelphia, PA
    2 days ago
  • $260k

     ...deal-driven practice that represents borrowers, lenders, issuers, private equity sponsors, and financial institutions across every layer...  ...business development companies (BDCs), hedge funds, and other non-bank lenders, preferredExperience serving as a key member of deal... 
    Private
    Work at office
    Relocation package

    Joseph Michaels International

    Philadelphia, PA
    2 days ago
  • $220k - $250k

     ...Candidates with the below experience and credentials are welcome to apply. ~4-6 years of experience representing banks, commercial finance companies, private debt funds and other lenders in structuring, documenting and closing asset-based, real estate, healthcare and... 
    Private
    Temporary work
    Flexible hours

    Jones Day

    Philadelphia, PA
    5 days ago
  •  ...One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Havertown, PA. The Financial Advisor (FA) role is a...  ...learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce... 
    Private
    Full time

    Insight Global

    Haverford, PA
    1 day ago
  •  ...world to reach their financial goals. Our advisor-led wealth management businesses provide...  ...financial planning, investment management, banking and comprehensive advice to a wide range...  ...leading-edge technology, data and design.Private Wealth Management (PWM)Goldman Sachs... 
    Private

    Goldman Sachs

    Philadelphia, PA
    1 day ago
  • $210k - $305k

     ...highly regarded finance team representing a broad range of institutional clients, including commercial banks, commercial finance companies, direct lenders, private equity firms, investors, developers, and nonprofit organizations. The practice handles complex financing... 
    Private

    Technology Recruiting Solutions

    Philadelphia, PA
    1 day ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles...  ...18 years of age. Acknowledge ( Bank of America employees are required to meet...  ...Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.... 
    Private
    Work at office
    Shift work
    Day shift

    Bank of America

    Philadelphia, PA
    2 days ago
  • $85.1k - $161.7k

     ...performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing...  ...public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered... 
    Private
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Philadelphia, PA
    3 days ago
  •  ...of fund finance/subscription line experience. Experience representing banks, business development companies, and funds in asset-backed financing to funds or other investment vehicles in the private debt space. Experience as a key member of deal teams, including the... 
    Private

    5 Legal

    Philadelphia, PA
    27 days ago
  •  ...details for this role.**Line of Business:**Personal & Commercial Banking**Job Description:**The Premier Banker is an experienced banker,...  ..., Lending, etc.* Partners regularly with the Wealth Financial Advisor including warm referrals and joint pipeline and joint pipeline... 
    Private
    Bank staff
    Work at office

    TD Bank Group

    Moorestown, NJ
    3 days ago
  •  ...Private BankerWe are actively looking for exceptionally talented individuals who are collaborative...  ...within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset...  .... Asset Management provides individuals, advisors and institutions with strategies and expertise... 
    Private
    Temporary work
    Work experience placement
    Local area

    Chase

    Philadelphia, PA
    2 days ago
  • About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support the Healthcare, Higher Education and Nonprofit...  ...research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within... 
    Private
    Full time
    Work experience placement

    Wells Fargo

    Philadelphia, PA
    1 day ago
  • $260k

     ...financing transactions representing borrowers, lenders, private equity sponsors, issuers, financial advisors, agents, and equity investors across every level of...  ...companies (BDCs), hedge funds, and other non-bank lenders , is preferred. ~ Demonstrated ability to... 
    Private

    Direct Counsel

    Philadelphia, PA
    15 days ago
  •  ...Match ~ Profit Sharing ~ Paid Time Off ~11 Holidays ~ Tuition Reimbursement ~ Free Parking throughout Tompkins Community Bank ~ Employee Referrals EEO Statement Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect... 
    Local area

    Tompkins Financial Corporation

    Plymouth Meeting, PA
    5 days ago
  • $105.4k - $207.8k

     ...you will be responsible for… Supporting transaction strategy, diligence, integration, and separation engagements for corporate and private equity clientsAnalyzing financial, operational, and market data to inform transaction decisions and growth strategiesDeveloping business... 
    Private
    Local area
    Visa sponsorship

    Deloitte

    Philadelphia, PA
    4 days ago
  •  ...of AmericaCompany: PNCPosition OverviewAt PNC, our people are our greatest...  ...contribute to the company’s success. As a Wealth Advisor within PNC's Wealth Management organization...  ...Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building,... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Philadelphia, PA
    3 days ago
  •  ...Advisor Trainee In Global Private Bank If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed... 
    Private
    Full time
    Traineeship
    Summer work
    Immediate start
    Visa sponsorship

    Chase

    Philadelphia, PA
    6 days ago
  • $110k - $160k

     ...Overview Tompkins Financial Advisors is the wealth management division of Tompkins Financial...  ...Position Summary: The Wealth Advisor III is our most senior client-facing position,...  ...communities and supported by a network of bank partners who provide a consistent, warm source... 
    Work at office
    Local area
    Shift work

    Tompkins Community Bank

    Plymouth Meeting, PA
    5 days ago
  •  ...Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all...  ...skills, and abilities for a role. Preferred Skills Accountability Banking Client Loyalty Customer Experience (CX) Customer Service Identifying... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Wyncote, PA
    3 days ago
  •  ...Personal BankerAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united...  ...be successful in this position.Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service,... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Cheltenham, PA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Banking Advisor III - PNC Private Bank. Be the first to apply!